Bank of America
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Bank of America’s Invesco Active US Real Estate Fund PSR Stock Holding History

Bank of America’s Portfolio PSR Stock Details PSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,180
Closed -$116K – 8360
2024
Q3 		$116K Buy
1,180
+322
+38% +$30.1K ﹤0.01% 6265
2024
Q2 		$73.4K Buy
+858
New +$72.1K ﹤0.01% 6388
2018
Q3 		– Sell
-450
Closed -$37K – 7428
2018
Q2 		$37K Buy
+450
New +$35.1K ﹤0.01% 6288
2016
Q3 		– Sell
-150
Closed -$12K – 7306
2016
Q2 		$12K Buy
+150
New +$11.3K ﹤0.01% 6435

Other funds holding PSR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America's PSR Position: Q4 2024 in Review

Bank of America sold out of Invesco Active US Real Estate Fund (PSR) in Q4 2024, closing a stake of 1,180 shares — an estimated $116K sold.

Bank of America first reported a position in PSR in Q2 2016 and held it in 4 quarters. The position peaked at $116K in Q3 2024. 52 funds tracked by Wall St. Rank hold PSR as of Q4 2024.

  • Bank of America reported no remaining Invesco Active US Real Estate Fund position as of Q4 2024 after selling out during the quarter.
  • Bank of America sold 1,180 Invesco Active US Real Estate Fund shares in Q4 2024, an estimated $116K.
  • Bank of America first reported a position in Invesco Active US Real Estate Fund in Q2 2016 and held it in 4 quarters.
  • Bank of America's Invesco Active US Real Estate Fund position peaked at $116K in Q3 2024.
  • 52 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q4 2024.

Based on Bank of America's 13F filing for Q4 2024, filed 14 Feb 2025.